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JDIVX vs TRTIX
JDIVX vs TRTIX Comparison
Open Charts JDIVX vs TRTIX
JDIVX vs TRTIX Comparison Chart in %
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JDIVX vs. TRTIX commentary
Jun 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDIVX is a StrongBuy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. JDIVX (6.82B). TRTIX pays higher dividends than JDIVX: TRTIX (2.52) vs JDIVX (2.17). JDIVX was incepted earlier than TRTIX: JDIVX (11 years) vs TRTIX (11 years). JDIVX (0.75) is less costly to investors than TRTIX (0.68). JDIVX is a more actively managed with annual turnover of: 81.00 vs. TRTIX (15.00). JDIVX has a lower initial minimum investment than TRTIX: JDIVX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 29.56 vs. JDIVX (21.14). TRTIX return over 5 years is better than : 84.98 vs. JDIVX (41.01).
| JDIVX | TRTIX | JDIVX / TRTIX | |
| Total Expense Ratio | 0.74 | 0.68 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.68 | 110% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 11.998 | 11.050 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.82B | 17.1B | 40% |
| Annual Yield % from dividends | 2.17 | 2.52 | 86% |
| Returns for 1 year | 21.14 | 29.56 | 71% |
| Returns for 3 years | 38.76 | 89.13 | 43% |
| Returns for 5 years | 41.01 | 84.98 | 48% |
| Returns for 10 years | 92.52 | 151.13 | 61% |
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